-1.9%
FTV vs MNDY
-77.7%
+75.8%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +5.0% | -7.3% | -2.9% |
| 7D | -5.2% | -12.5% | +7.3% | -3.7% |
| 30D | -11.5% | -2.6% | -8.9% | -11.5% |
| 3M | -9.0% | +4.2% | -13.3% | -10.1% |
| 6M | -2.0% | +9.8% | -11.8% | -4.5% |
| YTD | -0.9% | -42.3% | +41.3% | +4.2% |
| 1Y | +14.8% | -54.5% | +69.3% | +23.9% |
| 3Y | -5.5% | -50.3% | +44.7% | -2.5% |
| 5Y | -1.9% | -77.1% | +75.2% | -3.3% |
| All | -1.9% | -77.7% | +75.8% | -3.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MNDY.
Daily Out/Under-Performance
Portfolio return minus MNDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MNDY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded MNDY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling